LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11B
1-Year Est. Return 11.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.7B
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$18.8M
3
+$10.8M
4
SBUX icon
Starbucks
SBUX
+$7.25M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$4.2M

Top Sells

1
+$29.2M
2
+$21.7M
3
+$9.21M
4
MCD icon
McDonald's
MCD
+$7.36M
5
EOG icon
EOG Resources
EOG
+$6.74M

Sector Composition

1 Technology 23.37%
2 Healthcare 14.81%
3 Consumer Staples 14.51%
4 Industrials 13.6%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$87K ﹤0.01%
3,000
377
$85K ﹤0.01%
1,200
378
$84K ﹤0.01%
+499
379
$83K ﹤0.01%
3,278
-1,426
380
$83K ﹤0.01%
1,069
+541
381
$83K ﹤0.01%
2,660
382
$81K ﹤0.01%
1,814
383
$80K ﹤0.01%
1,500
384
$79K ﹤0.01%
1,188
-4
385
$78K ﹤0.01%
1,443
386
$76K ﹤0.01%
1,000
387
$75K ﹤0.01%
3,841
388
$75K ﹤0.01%
1,125
389
$74K ﹤0.01%
7,200
390
$73K ﹤0.01%
881
391
$72K ﹤0.01%
1,200
392
$72K ﹤0.01%
7
393
$71K ﹤0.01%
1,243
394
$70K ﹤0.01%
4,775
395
$70K ﹤0.01%
2,034
396
$70K ﹤0.01%
1,000
+896
397
$69K ﹤0.01%
2,150
-1,000
398
$68K ﹤0.01%
1,100
399
$68K ﹤0.01%
2,360
400
$68K ﹤0.01%
1,100
14 15
16
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